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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,365 | $142,972-0.4% | $214,702-33.7% | $86,983+63.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 2.16% | 18.49%-16.3pp | 54.55%-52.4pp | 25.83%-23.7pp |
| Employer contribution / active EE | $6,667 | $4,635+43.8% | $6,461+3.2% | $2,584+158.0% |
| Participant deferral / active EE | $2,513 | $6,568-61.7% | $9,147-72.5% | $4,194-40.1% |
| Admin fee / account holder | $59,654 | $17,617+238.6% | $19,830+200.8% | $7,856+659.4% |